The customer ID number, or code. This is a mandatory field. A unique code must be used for each account.

Creation Date

CreationDate

Date and Time

Read only

Name

Name

Text Box

Name of the Account. A mandatory field

Phone

Phone

Text Box

Phone number

Mobile

Mobile

Text Box

Mobile phone number

Fax

Fax

Text Box

Fax number

Email

Email

Email

Account email – the email address that notifications will be sent to (such as order notifications with PDF attachment)

Government ID

GovID

Text Box

The official government ID of the company (if required)

Parent ExID

ParentExternalID

Text Box

The ERP code of the account that this account is a branch of – must be the ID of an existing account. For a detailed explanation on the parent field and multiple locations and their effects on the Account and order, read this article: How To Upload Multiple Locations for Accounts

Discount

Discount

Percentage

Account discount – will be the default discount applied to each order for this account. A percentage.

Price list name

PriceLevelName

Dropdown

Price level associated to this account (according to the price lists names loaded in the PL file)

Special price list name

SpecialPriceListName

Dropdown

Special Price level associated to this account (according to the price lists names listed in the SPL file)

Debts 30

Debts30

Real Number

The actual debt amount of the account by periods – 30 days, 60 days, 90 days, more than 90 days

Debts 60

Debts60

Real Number

“

Debts 90

Debts90

Real Number

“

Debts above 90

DebtsAbove90

Real Number

“

Property 1 - 5

Prop1

Prop2

Prop3

Prop4

Prop5

Dropdown

Up to 5 Account properties. These properties can later be used to color-code your Accounts on the map view. If you do not need to color code map pins, use Custom Fields instead.